{"slug":"northrop-grumman","name":"노스럽 그러먼","name_en":"Northrop Grumman","ticker":"NOC","updated_at":"2026-07-12T03:56:29.332+00:00","canonical":"https://valuechain.wiki/northrop-grumman","same_as":["https://finance.yahoo.com/quote/NOC","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1133421"],"citable":"밸류체인 그래프 기준 노스럽 그러먼의 직접 연결 기업은 3곳(관계 기준 공급 1·매출 1·투자 1)이고, 사슬을 2차까지 넓히면 7곳에 닿는다. 링크의 근거 출처는 10건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Northrop Grumman is directly linked to 3 companies (1 supply, 1 revenue, 1 investment relationships) and reaches 7 companies within two hops; the links are backed by 10 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"S&P 500 · 방산·우주 프라임 · B-21·센티넬","kicker_en":"S&P 500 · Defense & space prime · B-21 & Sentinel","lead":"노스럽 그러먼은 미국 3대 방위·우주 프라임 계약업체로, FY2025 매출은 419억 5,400만 달러(전년 410억 3,300만 달러 대비 약 2% 증가)를 기록했다. 사업은 항공(Aeronautics)·방위(Defense)·미션(Mission)·우주(Space Systems) 4개 부문으로 나뉘며, 최대 고객은 미국 정부로 2025년 매출의 84%가 미 정부향이었다. 2025년 말 총수주잔고는 957억 달러로 전년 915억 달러에서 늘어 다년 매출 가시성을 확보했다. 핵심 프로그램은 미 공군의 차세대 스텔스 폭격기 B-21 레이더(항공 부문)와 지상기반 대륙간탄도미사일 센티넬(Sentinel, 방위 부문)이다. 우주 부문 매출은 107억 7,100만 달러로 4개 부문 중 두 번째 규모이며, NASA 국제우주정거장 보급용 시그너스(Cygnus) 우주선, NASA SLS 대형 발사체용 고체로켓모터, 우주개발청(SDA) 추적·수송 위성망, ULA 벌컨·아틀라스 V에 공급하는 GEM 고체부스터 등 발사·위성 전 영역에 걸쳐 있다. 파이어플라이 에어로스페이스와는 중형 발사체 이클립스(Eclipse) 공동개발과 5,000만 달러 지분투자로 상업 발사 시장에도 진입하고 있다.","lead_en":"Northrop Grumman is one of the three largest US defense and space prime contractors, posting FY2025 revenue of $41.954 billion, up about 2% from $41.033 billion a year earlier. Its business is organized into four segments, Aeronautics, Defense, Mission and Space Systems, and its largest customer is the US government, which accounted for 84% of 2025 sales. Total backlog reached $95.7 billion at the end of 2025, up from $91.5 billion, giving multi-year revenue visibility. Its flagship programs are the US Air Force B-21 Raider next-generation stealth bomber (Aeronautics) and the Sentinel ground-based intercontinental ballistic missile (Defense). Space Systems revenue was $10.771 billion, the second-largest of the four segments, spanning NASA's Cygnus ISS resupply spacecraft, solid rocket motors for NASA's SLS heavy-lift vehicle, Space Development Agency tracking and transport satellite layers, and GEM solid rocket boosters supplied to ULA's Vulcan and Atlas V. Through co-development of the medium-lift Eclipse launch vehicle and a $50 million equity stake in Firefly Aerospace, Northrop is also moving into the commercial launch market.","segments":{"parts":[{"name":"항공 부문 (Aeronautics Systems)"},{"name":"방위 부문 (Defense Systems)"},{"name":"미션 부문 (Mission Systems)"},{"name":"우주 부문 (Space Systems)"}],"total":"FY2025 매출 $41,954M (전년 $41,033M 대비 +2%)","concentration":"미 정부 84% · 국제 $5,990M(약 14%) · 기타 $781M. 부문별: 항공 $12,992M, 방위 $8,002M, 미션 $12,506M, 우주 $10,771M. 총수주잔고 $95,679M(2025말)"},"segments_en":{"parts":[{"name":"Aeronautics Systems"},{"name":"Defense Systems"},{"name":"Mission Systems"},{"name":"Space Systems"}],"total":"FY2025 revenue $41,954M (up ~2% from $41,033M)","concentration":"US government 84% · International $5,990M (~14%) · Other $781M. By segment: Aeronautics $12,992M, Defense $8,002M, Mission $12,506M, Space $10,771M. Total backlog $95,679M (YE2025)"},"returns_yearly":{"2021":29.3,"2022":43,"2023":-12.8,"2024":1.9,"2025":23.6,"2026":-4.6},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"viasat","name":"바이어샛","name_en":"Viasat","tier":3,"returns_yearly":{"2021":36.4,"2022":-28.9,"2023":-11.7,"2024":-69.6,"2025":304.9,"2026":113.5}},{"slug":"voyager-technologies","name":"보이저 테크놀로지스","name_en":"Voyager Technologies","tier":3,"returns_yearly":{"2026":19.2}},{"slug":"ses","name":"SES","name_en":"SES S.A.","tier":3,"returns_yearly":{"2021":2.8,"2022":10.6,"2023":-13,"2024":-36,"2025":141.5,"2026":15.8}},{"slug":"eutelsat","name":"유텔샛","name_en":"Eutelsat Group","tier":3,"returns_yearly":{"2021":17.8,"2022":-30.7,"2023":-51.8,"2024":-48.9,"2025":32.1,"2026":3.2}},{"slug":"textron","name":"텍스트론","name_en":"Textron","tier":2,"returns_yearly":{"2021":59.9,"2022":-8.2,"2023":13.7,"2024":-4.8,"2025":14.1,"2026":4.3}},{"slug":"airbus","name":"에어버스","name_en":"Airbus","tier":2,"returns_yearly":{"2021":34.8,"2022":3.9,"2023":30.5,"2024":15,"2025":18.3,"2026":3.9}},{"slug":"boeing","name":"보잉","name_en":"Boeing","tier":2,"returns_yearly":{"2021":-6,"2022":-5.4,"2023":36.8,"2024":-32.1,"2025":22.7,"2026":2.4}},{"slug":"leonardo","name":"Leonardo","name_en":"Leonardo S.p.A.","tier":2,"returns_yearly":{"2021":11.3,"2022":50.3,"2023":73.6,"2024":89.1,"2025":88.1,"2026":-6.8}},{"slug":"rtx","name":"RTX","name_en":"RTX","tier":1,"returns_yearly":{"2021":23.3,"2022":20,"2023":-14.4,"2024":40.8,"2025":61.4,"2026":7.6}}],"benefiting":[{"slug":"firefly-aerospace","name":"파이어플라이 에어로스페이스","name_en":"Firefly Aerospace","tier":1,"returns_yearly":{"2026":7.7}},{"slug":"spacex","name":"스페이스X","name_en":"SpaceX","tier":2,"returns_yearly":{"2026":0.7}},{"slug":"stmicroelectronics","name":"ST마이크로일렉트로닉스","name_en":"STMicroelectronics","tier":3,"returns_yearly":{"2021":32.4,"2022":-26.8,"2023":41.7,"2024":-49.7,"2025":5.3,"2026":176.6}}],"analysis":"투자 논점은 미 핵 현대화의 핵심 프라임으로서 장기 백로그의 가시성이다. FY2025 매출 $419.5억의 84%가 미 정부향이고 총수주잔고 $95.7B가 다년 매출을 선확정하는데, 성장의 척추는 미 공군 차세대 스텔스 폭격기 B-21 레이더(항공)와 지상기반 ICBM 센티넬(방위)로 수십 년짜리 프로그램이다. 우주 부문($107.7억)은 두 번째 규모로 SDA 추적·수송 위성망, NASA 시그너스·SLS 고체모터, ULA 벌컨용 GEM 부스터까지 걸쳐 정부·상업 발사 수요에 노출되며, 파이어플라이 지분투자($5천만)·이클립스 공동개발로 상업 발사로도 진입한다. 고체로켓모터는 L3해리스와 양강 구도라 RTX(레이시온) 미사일 증산의 2대 공급원이기도 하다. 위험은 매출의 84%가 미 정부 예산·프로그램 일정에 묶여 있고, 시그너스 발사를 스페이스X 팰컨9에 의존하는 등 일부 공급이 외부에 종속된다는 점이다.","analysis_en":"The thesis is backlog visibility as a core prime of US nuclear modernization. 84% of FY2025 revenue of $41.95bn is to the US government and a $95.7bn backlog pre-locks multi-year revenue, with growth anchored by decades-long programs: the US Air Force B-21 Raider stealth bomber (Aeronautics) and the ground-based Sentinel ICBM (Defense). Space Systems ($10.77bn) is the second-largest segment, spanning SDA tracking/transport satellite layers, NASA's Cygnus and SLS solid motors, and GEM boosters for ULA's Vulcan — exposed to government and commercial launch demand — while a $50m Firefly stake and Eclipse co-development push into commercial launch. Solid rocket motors are a duopoly with L3Harris, making it one of RTX's (Raytheon) two suppliers for the missile ramp. Risks are that 84% of revenue is tied to US budgets and program schedules, and that some supply is externally dependent — Cygnus now launches on SpaceX Falcon 9.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"International and allied governments","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_amount","unit":"USD million","as_of":"2025-12-31","basis":"10-K 지역별 매출, 국제 매출액","value":5990,"period":"FY2025","basis_en":"10-K geographic sales, international sales"},"note":"미 정부 외 매출의 대부분은 해외 동맹국 정부향 국제 매출이다. 2025년 국제 매출은 59억 9,000만 달러로 전체의 약 14%를 차지했다. 대한민국 등 FMS(대외군사판매) 고객과 나토 회원국이 주요 국제 고객이다.","note_en":"Most non-US-government revenue is international sales to allied foreign governments. International sales were $5,990 million in 2025, about 14% of the total. Foreign Military Sales customers such as South Korea and NATO members are the main international buyers.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-29","url":"https://www.sec.gov/Archives/edgar/data/0001133421/000113342126000003/noc-20251231.htm","title":"Northrop Grumman FY2025 Form 10-K","title_en":"Northrop Grumman FY2025 Form 10-K","excerpt":"U.S. Government $35,183 ... International $5,990 ... Other $781 ... Total $41,954","excerpt_en":"U.S. Government $35,183 ... International $5,990 ... Other $781 ... Total $41,954"}]},{"direction":"revenue","counterparty":"대한민국 정부 (한국 공군)","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_relationship","unit":"KRW billion","as_of":"2020-09-30","basis":"한국 공군 RQ-4 글로벌호크 4대 도입 계약(FMS)","value":966,"period":"2019-2020","basis_en":"RoKAF procurement of four RQ-4 Global Hawks (FMS)"},"note":"노스럽 그러먼은 대외군사판매(FMS) 방식으로 대한민국 공군에 RQ-4 블록 30 글로벌호크 고고도 무인정찰기 4대를 공급했다. 1호기가 2019년 12월 사천에 도착했고 2020년 9월 4호기 인도로 전력화가 완료됐으며, 총 계약 규모는 약 9,660억 원 수준이다. 이후 군수지원(FMS) 계약도 이어졌다.","note_en":"Under Foreign Military Sales (FMS), Northrop Grumman delivered four RQ-4 Block 30 Global Hawk high-altitude reconnaissance drones to the Republic of Korea Air Force. The first arrived at Sacheon in December 2019 and the fourth in September 2020, completing the fleet, at a total contract value of roughly 966 billion won, followed by FMS logistics support contracts.","sources":[{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia (Korean)","kind":"research","lang":"ko","published_at":"2020-09-30","url":"https://ko.wikipedia.org/wiki/RQ-4_%EA%B8%80%EB%A1%9C%EB%B2%8C_%ED%98%B8%ED%81%AC","title":"RQ-4 글로벌 호크 — 대한민국 도입","title_en":"RQ-4 Global Hawk — South Korea procurement","excerpt":"대한민국은 2019년 12월 1호기를 시작으로 2020년 9월 4호기 도착으로 4대의 RQ-4를 9,659억 원에 구입해 전력화를 완료했다.","excerpt_en":"South Korea completed its fleet by purchasing four RQ-4s for 965.9 billion won, from the first unit arriving in December 2019 to the fourth in September 2020."},{"stance":"confirms","publisher":"더 디플로맷","publisher_en":"The Diplomat","kind":"news","lang":"en","published_at":"2020-04-23","url":"https://thediplomat.com/2020/04/next-rq-4-global-hawk-drones-arrive-in-south-korea/","title":"다음 RQ-4 글로벌호크 드론들이 한국에 도착하다","title_en":"Next RQ-4 Global Hawk Drones Arrive in South Korea","excerpt":"South Korea has taken delivery of additional Northrop Grumman RQ-4 Global Hawk high-altitude, long-endurance reconnaissance drones purchased through the U.S. Foreign Military Sales program.","excerpt_en":"South Korea has taken delivery of additional Northrop Grumman RQ-4 Global Hawk high-altitude, long-endurance reconnaissance drones purchased through the U.S. Foreign Military Sales program."}]},{"direction":"revenue","counterparty":"U.S. Government","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2025-12-31","basis":"10-K 고객집중도 주석, 미 정부향 매출 비중","value":84,"period":"FY2025","basis_en":"10-K customer concentration note, share of sales to the US government"},"note":"노스럽 그러먼의 최대 고객은 미국 정부이며 국방부(DoD)가 대부분을 차지한다. 2025년 미 정부향 매출은 전체의 84%로, 2024년 87%·2023년 86%에서 소폭 낮아졌다. B-21 레이더, 센티넬 ICBM, 잠수함발사탄도미사일 트라이던트 II 모터 등 핵심 프로그램이 모두 미 정부 발주다.","note_en":"Northrop Grumman's largest customer is the US government, dominated by the Department of Defense. US government sales were 84% of total in 2025, down slightly from 87% in 2024 and 86% in 2023. Flagship programs including the B-21 Raider, the Sentinel ICBM, and Trident II fleet ballistic missile motors are all US government awards.","sources":[{"stance":"mentions","publisher":"트레이딩뷰","publisher_en":"TradingView News","kind":"news","lang":"en","published_at":"2026-01-29","url":"https://www.tradingview.com/news/tradingview:a899e5d48cdbd:0-northrop-grumman-reports-fourth-quarter-and-full-year-2025-financial-results/","title":"노스럽 그러먼 2025년 4분기·연간 실적 발표","title_en":"Northrop Grumman Reports Fourth Quarter and Full-Year 2025 Financial Results","excerpt":"Full-year 2025 sales of $41.95 billion; total backlog of $95.7 billion.","excerpt_en":"Full-year 2025 sales of $41.95 billion; total backlog of $95.7 billion."},{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-29","url":"https://www.sec.gov/Archives/edgar/data/0001133421/000113342126000003/noc-20251231.htm","title":"Northrop Grumman FY2025 Form 10-K","title_en":"Northrop Grumman FY2025 Form 10-K","excerpt":"Our largest customer is the U.S. government. Sales to the U.S. government accounted for 84 percent, 87 percent and 86 percent of sales during the years ended December 31, 2025, 2024 and 2023, respectively.","excerpt_en":"Our largest customer is the U.S. government. Sales to the U.S. government accounted for 84 percent, 87 percent and 86 percent of sales during the years ended December 31, 2025, 2024 and 2023, respectively."}]},{"direction":"investment","counterparty":"Firefly Aerospace","counterparty_slug":"firefly-aerospace","confidence":"high","metric":{"type":"investment_amount","unit":"USD million","as_of":"2025-05-29","basis":"노스럽의 파이어플라이 시리즈 D 지분투자 $50M","value":50,"period":"2025-05","basis_en":"Northrop's $50M equity stake in Firefly's Series D"},"note":"노스럽 그러먼은 2025년 5월 파이어플라이 에어로스페이스에 5,000만 달러를 지분투자했다. 이는 파이어플라이가 발표한 1억 7,500만 달러 시리즈 D 라운드의 일부이며, 두 회사가 공동개발하는 중형 발사체 이클립스(Eclipse, 옛 MLV)의 생산·시험을 가속하기 위한 것이다. 이클립스는 저궤도에 최대 16,300kg을 올릴 수 있으며, 안타레스 330의 파이어플라이제 1단을 공유한다.","note_en":"In May 2025 Northrop Grumman made a $50 million equity investment in Firefly Aerospace. The investment is part of Firefly's announced $175 million Series D round and is intended to accelerate production and testing of the medium-lift Eclipse launch vehicle (formerly MLV) the two companies are co-developing. Eclipse can place up to 16,300 kg into low Earth orbit and shares the Firefly-built first stage of the Antares 330.","sources":[{"stance":"confirms","publisher":"스페이스뉴스","publisher_en":"SpaceNews","kind":"news","lang":"en","published_at":"2025-05-29","url":"https://spacenews.com/northrop-invests-50-million-into-firefly-for-launch-vehicle-development/","title":"노스럽, 발사체 개발 위해 파이어플라이에 5,000만 달러 투자","title_en":"Northrop invests $50 million into Firefly for launch vehicle development","excerpt":"Northrop joined a $175 million Series D round that Firefly announced in November. Eclipse builds upon the existing partnership between Firefly and Northrop on the Antares 330, which replaces the Ukrainian-built first stage of the earlier Antares variant with one developed by Firefly.","excerpt_en":"Northrop joined a $175 million Series D round that Firefly announced in November. Eclipse builds upon the existing partnership between Firefly and Northrop on the Antares 330, which replaces the Ukrainian-built first stage of the earlier Antares variant with one developed by Firefly."},{"stance":"confirms","publisher":"노스럽 그러먼","publisher_en":"Northrop Grumman","kind":"ir","lang":"en","published_at":"2025-05-29","url":"https://news.northropgrumman.com/launch/Northrop-Grumman-Invests-50-Million-in-Firefly-Aerospace-to-Advance-Eclipse-Medium-Launch-Vehicle","title":"노스럽 그러먼, 파이어플라이에 5,000만 달러 투자해 이클립스 중형 발사체 개발 가속","title_en":"Northrop Grumman Invests $50 Million in Firefly Aerospace to Advance Eclipse Medium Launch Vehicle","excerpt":"Northrop Grumman Corporation has invested $50 million into Firefly Aerospace to further advance production of the companies' co-developed medium launch vehicle, now known as Eclipse.","excerpt_en":"Northrop Grumman Corporation has invested $50 million into Firefly Aerospace to further advance production of the companies' co-developed medium launch vehicle, now known as Eclipse."}]},{"direction":"revenue","counterparty":"NASA","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_relationship","as_of":"2025-12-31","basis":"10-K 우주 부문 주요 프로그램 서술, Cygnus CRS, SLS 모터, HALO","period":"FY2025","basis_en":"10-K Space Systems key-program narrative, Cygnus CRS, SLS motors, HALO","qualifier":"confirmed_no_disclosed_value"},"note":"NASA는 노스럽 그러먼 우주 부문의 주요 고객이다. 상업보급서비스(CRS) 계약으로 국제우주정거장에 시그너스(Cygnus) 화물선을 보급하고, SLS 대형 발사체용 고체로켓모터와 달 궤도 정거장 게이트웨이의 HALO 거주 모듈을 공급한다. 2025년 9월 첫 대형 시그너스 XL(NG-23)이 발사됐다. 개별 계약 금액은 공개되지 않았다.","note_en":"NASA is a key customer of Northrop's Space Systems segment. Under Commercial Resupply Services (CRS) contracts it supplies the ISS with the Cygnus cargo spacecraft, and it provides solid rocket motors for the SLS heavy-lift vehicle and the HALO habitation module for the lunar Gateway. The first Cygnus XL (NG-23) launched in September 2025. Individual contract values are not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-29","url":"https://www.sec.gov/Archives/edgar/data/0001133421/000113342126000003/noc-20251231.htm","title":"Northrop Grumman FY2025 Form 10-K","title_en":"Northrop Grumman FY2025 Form 10-K","excerpt":"Cygnus spacecraft, used in the execution of our Commercial Resupply Services (CRS) contracts with NASA to resupply and re-boost the International Space Station; ... Development and production of solid rocket motors for NASA's Space Launch System (SLS) heavy lift vehicle;","excerpt_en":"Cygnus spacecraft, used in the execution of our Commercial Resupply Services (CRS) contracts with NASA to resupply and re-boost the International Space Station; ... Development and production of solid rocket motors for NASA's Space Launch System (SLS) heavy lift vehicle;"},{"stance":"mentions","publisher":"스페이스플라이트나우","publisher_en":"Spaceflight Now","kind":"news","lang":"en","published_at":"2025-09-15","url":"https://spaceflightnow.com/2025/09/15/northrop-grummans-1st-cygnus-xl-spacecraft-launches-on-cargo-run-to-the-space-station/","title":"노스럽 그러먼 첫 시그너스 XL, ISS 보급 임무로 발사","title_en":"Northrop Grumman's 1st Cygnus XL spacecraft launches on cargo run to the space station","excerpt":"Northrop Grumman's first Cygnus XL spacecraft launched on a cargo run to the International Space Station.","excerpt_en":"Northrop Grumman's first Cygnus XL spacecraft launched on a cargo run to the International Space Station."}]},{"direction":"revenue","counterparty":"Space Development Agency","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_relationship","as_of":"2025-12-31","basis":"10-K 우주 부문 SDA Tracking/Transport layers 서술","period":"FY2025","basis_en":"10-K Space Systems SDA Tracking/Transport layers narrative","qualifier":"confirmed_no_disclosed_value"},"note":"우주개발청(SDA)은 노스럽 그러먼 우주 부문의 주요 정부 고객으로, 저궤도 추적(Tracking)·수송(Transport) 위성망을 발주한다. 미사일 경보·추적과 저지연 대용량 데이터 통신을 담당하는 이 위성군은 우주 부문 성장의 축이다. 미 정부 84% 집중도 안에 포함되는 프로그램 단위 관계다.","note_en":"The Space Development Agency (SDA) is a key government customer of Northrop's Space Systems, ordering the low-Earth-orbit Tracking and Transport satellite layers. These constellations provide missile warning/tracking and low-latency, high-volume data transport, and are a growth pillar of the Space segment. This is a program-level relationship counted within the 84% US-government concentration.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-29","url":"https://www.sec.gov/Archives/edgar/data/0001133421/000113342126000003/noc-20251231.htm","title":"Northrop Grumman FY2025 Form 10-K","title_en":"Northrop Grumman FY2025 Form 10-K","excerpt":"Space Development Agency (SDA) Tracking and Transport layers providing missile warning/tracking and resilient, low-latency, high-volume data transport communication systems","excerpt_en":"Space Development Agency (SDA) Tracking and Transport layers providing missile warning/tracking and resilient, low-latency, high-volume data transport communication systems"}]},{"direction":"revenue","counterparty":"United Launch Alliance","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_relationship","as_of":"2025-08-12","basis":"10-K 우주 부문 GEM 63/63XL 서술 + Northrop 보도자료","period":"FY2025","basis_en":"10-K Space Systems GEM 63/63XL narrative + Northrop press release","qualifier":"confirmed_no_disclosed_value"},"note":"노스럽 그러먼은 ULA의 벌컨(Vulcan)과 아틀라스 V 발사체용 GEM 63·GEM 63XL 고체로켓부스터를 공급한다. 2025년 8월 벌컨 첫 인증 비행(USSF-106)에는 GEM 63XL 4기가 장착돼 약 200만 파운드의 추력을 더했다. 발사체당 부스터 매출이 발생하는 공급 관계다.","note_en":"Northrop Grumman supplies GEM 63 and GEM 63XL solid rocket boosters for ULA's Vulcan and Atlas V launch vehicles. Four GEM 63XL boosters flew on Vulcan's first certified flight (USSF-106) in August 2025, adding nearly two million pounds of thrust. It is a per-vehicle booster supply relationship.","sources":[{"stance":"confirms","publisher":"노스럽 그러먼","publisher_en":"Northrop Grumman","kind":"ir","lang":"en","published_at":"2025-08-12","url":"https://news.northropgrumman.com/launch/northrop-grummans-gem-63xl-solid-rocket-boosters-help-power-first-certified-flight-of-ulas-vulcan-rocket","title":"노스럽 그러먼 GEM 63XL 부스터, ULA 벌컨 첫 인증 비행에 동력 공급","title_en":"Northrop Grumman's GEM 63XL Solid Rocket Boosters Help Power First Certified Flight of ULA's Vulcan Rocket","excerpt":"Four Northrop Grumman 63-inch-diameter extended length Graphite Epoxy Motors (GEM 63XL) delivered nearly two million pounds of thrust to help power the first certified launch of United Launch Alliance's Vulcan rocket and the U.S. Space Force-106 mission.","excerpt_en":"Four Northrop Grumman 63-inch-diameter extended length Graphite Epoxy Motors (GEM 63XL) delivered nearly two million pounds of thrust to help power the first certified launch of United Launch Alliance's Vulcan rocket and the U.S. Space Force-106 mission."}]},{"direction":"cost","counterparty":"SpaceX","counterparty_slug":"spacex","confidence":"high","metric":{"type":"cost_relationship","as_of":"2025-09-15","basis":"안타레스 퇴역 후 시그너스 발사를 팰컨 9로 대체, 보도 확인","period":"FY2025","basis_en":"Cygnus launches shifted to Falcon 9 after Antares retirement, press confirmation","qualifier":"confirmed_no_disclosed_value"},"note":"안타레스(Antares) 230+ 발사체가 우크라이나·러시아산 부품 공급 차질로 2023년 퇴역한 뒤, 노스럽 그러먼은 시그너스 우주선을 스페이스X 팰컨 9로 발사하고 있다. NG-20부터 NG-24까지 연속으로 팰컨 9이 사용됐으며, 2025년 9월 첫 시그너스 XL(NG-23)도 팰컨 9 블록 5로 발사됐다. 스페이스X는 발사 서비스 비용처다.","note_en":"After the Antares 230+ rocket was retired in 2023 due to disrupted Ukrainian/Russian component supply, Northrop Grumman launches the Cygnus spacecraft on SpaceX's Falcon 9. Falcon 9 was used consecutively from NG-20 through NG-24, and the first Cygnus XL (NG-23) also flew on a Falcon 9 Block 5 in September 2025. SpaceX is a launch-services cost supplier.","sources":[{"stance":"confirms","publisher":"스페이스플라이트나우","publisher_en":"Spaceflight Now","kind":"news","lang":"en","published_at":"2025-09-15","url":"https://spaceflightnow.com/2025/09/15/northrop-grummans-1st-cygnus-xl-spacecraft-launches-on-cargo-run-to-the-space-station/","title":"노스럽 그러먼 첫 시그너스 XL, ISS 보급 임무로 발사","title_en":"Northrop Grumman's 1st Cygnus XL spacecraft launches on cargo run to the space station","excerpt":"The NG-23 mission launched aboard a Falcon 9 Block 5 rocket; it is one of a series of Cygnus missions flying on Falcon 9 to support Northrop's Commercial Resupply Services contract with NASA following the retirement of Antares.","excerpt_en":"The NG-23 mission launched aboard a Falcon 9 Block 5 rocket; it is one of a series of Cygnus missions flying on Falcon 9 to support Northrop's Commercial Resupply Services contract with NASA following the retirement of Antares."}]},{"direction":"revenue","counterparty":"RTX","counterparty_slug":"rtx","confidence":"mid","metric":{"type":"supply_relationship","as_of":"2024-07-23","basis":"레이시온 고체로켓모터 2대 공급원 중 하나로 노스롭그루먼 명시","period":"2024","basis_en":"Northrop Grumman named as one of Raytheon's two solid rocket motor suppliers","qualifier":"confirmed_no_disclosed_value"},"note":"RTX(레이시온)향 고체로켓모터(SRM) 공급. 미국 SRM 시장은 L3해리스(에어로젯)와 노스럽 그러먼 양강 구도로, 레이시온이 AMRAAM·사이드와인더 등 미사일 증산에 대응해 노스럽을 2대 공급원의 하나로 활용한다. 개별 계약 금액은 비공개.","note_en":"Supplies solid rocket motors to RTX (Raytheon). The US SRM market is a duopoly of L3Harris (Aerojet Rocketdyne) and Northrop Grumman, and Raytheon relies on Northrop as one of its two suppliers to ramp AMRAAM, Sidewinder and other missile production. Individual contract values are not disclosed.","sources":[{"stance":"confirms","publisher":"RTX","publisher_en":"RTX","kind":"news","lang":"en","published_at":"2025-06-05","url":"https://www.rtx.com/news/news-center/2025/06/05/rtx-and-northrop-grumman-conduct-successful-rocket-motor-tests-for-u-s-armys-ne","title":"RTX and Northrop Grumman conduct successful rocket motor tests for U.S. Army's Next-Generation Short-Range Interceptor","title_en":"RTX and Northrop Grumman conduct successful rocket motor tests for U.S. Army's Next-Generation Short-Range Interceptor","excerpt":"노스럽 그러먼이 레이시온(RTX)의 미사일용 고체로켓모터를 공급·공동개발한다. 이 보도에서는 차세대 단거리 요격체용 HLG 고체로켓모터를 함께 시험, 노스럽의 앨러게니 탄도연구소를 활용했다. RTX향 SRM은 노스럽의 매출원이다.","excerpt_en":"Northrop Grumman supplies and co-develops solid rocket motors for RTX/Raytheon missiles; here they jointly tested HLG solid rocket motors for the Next-Generation Short-Range Interceptor using Northrop's Allegany Ballistics Laboratory, a source of Northrop revenue from RTX."},{"stance":"confirms","publisher":"Defense One","publisher_en":"Defense One","kind":"news","lang":"en","published_at":"2024-07-23","url":"https://www.defenseone.com/business/2024/07/raytheon-hunting-another-us-supplier-solid-rocket-motors/398263/","title":"레이시온, 또 다른 미국산 고체로켓모터 공급원 모색","title_en":"Raytheon hunting for another US supplier of solid rocket motors","excerpt":"RTX currently depends on L3Harris's Aerojet Rocketdyne subsidiary for solid rocket motors alongside Northrop Grumman.","excerpt_en":"RTX currently depends on L3Harris's Aerojet Rocketdyne subsidiary for solid rocket motors alongside Northrop Grumman."}]},{"direction":"cost","counterparty":"공급망 바스켓 (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"cost_relationship","as_of":"2025-12-31","basis":"10-K 원자재·단일공급원 리스크 서술","period":"FY2025","basis_en":"10-K raw materials and single/sole-source risk narrative","qualifier":"confirmed_no_disclosed_value"},"note":"노스럽 그러먼은 마이크로일렉트로닉스, 고체로켓모터 원자재 등 일부 부품에서 단일·단독 공급원(single/sole source)에 의존한다. 10-K는 인플레이션·지정학 갈등·반도체 부족으로 특정 원자재 확보에 어려움을 겪었다고 서술한다. 개별 공급사·금액은 공개되지 않는다.","note_en":"Northrop Grumman relies on single- or sole-source suppliers for certain components including microelectronics and solid rocket motor raw materials. The 10-K notes challenges obtaining certain raw materials due to inflation, geopolitical conflicts and microelectronics shortages. Individual suppliers and amounts are not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-29","url":"https://www.sec.gov/Archives/edgar/data/0001133421/000113342126000003/noc-20251231.htm","title":"Northrop Grumman FY2025 Form 10-K","title_en":"Northrop Grumman FY2025 Form 10-K","excerpt":"This risk is increased for products and services that are single or sole source. For example, for some components, we may have had, or have, only one supplier, or one domestic supplier, that meets our needs.","excerpt_en":"This risk is increased for products and services that are single or sole source. For example, for some components, we may have had, or have, only one supplier, or one domestic supplier, that meets our needs."}]}]}